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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2076
Circle Wealth Management
New Jersey
$742K +$18.7K +272 +3%
PBO
2077
Peoples Bank (Ohio)
Ohio
$739K -$3.43K -50 -0.5%
SAM
2078
Summit Asset Management
Tennessee
$738K +$412 +6 +0.1%
WOC
2079
West Oak Capital
California
$737K -$34.3K -500 -4%
CCM
2080
Check Capital Management
California
$735K -$137K -2,000 -16%
CW
2081
Cobiz Wealth
Colorado
$730K -$44.9K -654 -6%
SSA
2082
South Street Advisors
New York
$730K +$41.2K +600 +6%
FAN
2083
Financial Advisors Network
California
$729K +$63.6K +926 +10%
GHAM
2084
Gilman Hill Asset Management
Connecticut
$727K +$5.83K +85 +0.8%
CIP
2085
Capital Insight Partners
Arizona
$726K +$46.7K +680 +7%
VAM
2086
Verity Asset Management
North Carolina
$723K
PFO
2087
Pathstone Family Office
New Jersey
$720K +$117K +1,703 +19%
HFA
2088
High Falls Advisors
New York
$717K +$20.9K +305 +3%
SA
2089
SpiderRock Advisors
Delaware
$713K
SKK
2090
Shepherd Kaplan Krochuk
Massachusetts
$711K
FBT
2091
First Bank & Trust
South Dakota
$707K +$24.7K +360 +4%
IA
2092
Independence Advisors
Pennsylvania
$706K +$3.91K +57 +0.6%
PMG
2093
Private Management Group
California
$703K -$187K -2,727 -21%
BW
2094
Biegel & Waller
Maryland
$703K -$16.4K -239 -2%
BA
2095
BKS Advisors
Michigan
$699K -$5.15K -75 -0.7%
SFS
2096
Summit Financial Strategies
Ohio
$697K +$40.9K +596 +6%
WIC
2097
Wilkins Investment Counsel
Massachusetts
$696K -$6.87K -100 -1%
NFC
2098
Northeast Financial Consultants
Connecticut
$696K +$103K +1,500 +17%
RBC
2099
Ronald Blue & Co
Georgia
$694K -$63K -917 -8%
Assenagon Asset Management
2100
Assenagon Asset Management
Luxembourg
$689K